J. Kelly Kennedy
Managing Partner
Location:
Winter Haven, Florida
Phone:
863-877-4723
888-415-5019 (Toll Free)
888-415-5019 (Toll Free)
Fax:
863-294-8937
E-mail:
Areas of Practice
- 25% Estate Planning [Wills, Trusts, etc]
- 20% Probate and Trust Administration
- 20% Real Estate [Contracts, Title Insurance, Closings, Mortgages, etc]
- 20% Business Formation, Planning and Disposition/Acquisition
- 15% Tax Matters [Returns, Collection Matters, Audits, Tax Court]
- Estate Administration
- Business Successions
- Closely Held Businesses
- Commercial Leasing
- Commercial Real Estate
- Condominiums & Cooperatives
- Conveyancing
- Corporate Governance
- Corporate Taxation
- Dissolution
- Estate & Gift Taxation
- Excise Taxes
- Formation & Business Planning
- Guardianships & Conservatorships
- Income Taxation
- Joint Ventures
- Limited Liability Companies
- Living Wills
- Mortgages & Foreclosures
- Non-profit & Tax-exempt Organizations
- Partnerships
- Payroll Taxes
- Powers of Attorney and Appointment
- Prenuptial Agreements
- Property (Ad Valorem) Taxes
- Reorganizations
- Residential Real Estate
- Sales & Use Taxes
Certified Legal Specialties
- Certified Public Accountant, Florida, 1979
Bar Admissions
- Florida, 1983
- U.S. District Court Middle District of Florida, 1986
- U.S. District Court Northern District of Florida, 1986
- U.S. District Court Southern District of Florida, 1986
- U.S. District Court Southern District of Florida Trial Bar, 1986
- U.S. Bankruptcy Court Middle District of Florida, 1986
- U.S. Bankruptcy Court Northern District of Florida, 1986
- U.S. Bankruptcy Court Southern District of Florida, 1986
- U.S. Tax Court, 1985
Education
- University of Florida College of Law, Gainesville, Florida
- J.D. (Cum Laude) - 1982
- Honors: With Honors
- Honors: Prentice Hall Bronze Plaque for Outstanding Performance in Taxation, 1981
- Honors: American Jurisprudence Award for Excellence in Estates & Trusts, 1981
- University of Florida, Gainesville, Florida
- B.S.B.A. (Cum Laude) - 1977
- Honors: With Honors
- Major: Accounting
Representative Clients
- Numerous Trust Companies
- Small Business
Professional Associations and Memberships
- American Association of Attorney/Certified Public Accountants
- American Bar Association
- Florida Bar Association
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Winter Haven Bar Association, Past President
- Guardian Ad Litem of the Tenth Judicial Circuit, Founding Director/Treasurer
Past Employment Positions
- Straughn, Sharit, Bunn & Chilton, Attorney's at Law, Staff Attorney, 1983 - 1987
- Deloitte & Touche, CPA's, (Miami Office), 1977 - 1980
- Robert L. Kennedy & Co., CPA's, 1982 - 1983
Pro Bono Activities
- Founding Director/Past President, Fruitland Park Center for Handicapped Citizens
- Founding Director/Treasurer, Winter Haven Police Athletic League
- Former Director, Citrus Center Boys Club
- Former Director, Lake Region Yacht and Country Club
- Former Director, Florida 1st Health Plans, Inc.
- Member, Winter Haven Rotary Club
- Member, Gator Boosters
Ancillary Businesses
- Tax Preparation
- Title Insurance
